Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding Mutual of America 2065 Retirement Fund " in their Schedule of Assets, totaling $6.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR BUILDING | NEW YORK NY | 1,066 | $140.1M | $1.3M |
| 2 | SPECTRUM HEALTH SYSTEMS, INC. EMPLOYEE BENEFIT OF SPECTRUM HEALTH SYSTEMS, INC. | WESTBOROUGH MA | 1,174 | $23.6M | $1.3M |
| 3 | KODIAK AREA NATIVE ASSOCIATION |
KODIAK AK |
| 251 |
| $25.2M |
| $449K |
| 4 | WHEELER CLINIC, INC. WHEELER CLINIC, INC. 403(B) PLAN | BRISTOL CT | 1,180 | $57.3M | $447K |
| 5 | SECOND HARVEST HEARTLAND 403(B) THRIFT PLAN FOR EMPLOYEES OF SECOND HARVEST HEARTLAND | BROOKLYN PARK MN | 292 | $17.9M | $440K |
| 6 | KOREAN HEALTH, EDUCATION, INFORMATION AND RESEARCH CENTER KOREAN HEALTH, EDUCATION, INFORMATION AND RESEARCH CENTER 403(B) PLAN | LOS ANGELES CA | 140 | $5.4M | $164K |
| 7 | GIRL SCOUTS OF EASTERN MISSOUR 403(B) THRIFT PLAN OF GIRL SCOUTS OF EASTERN MISSOURI, INC. | SAINT LOUIS MO | 135 | $8.5M | $152K |
| 8 | WESTBROOK HEALTH SERVICES, INC 403(B) THRIFT PLAN FOR EMPLOYEES OF WESTBROOK HEALTH SERVICES, INC. | PARKERSBURG WV | 409 | $7.9M | $141K |
| 9 | THE CONNECTION, INC. 403(B) THRIFT PLAN OF THE CONNECTION, INC. | MIDDLETOWN CT | 425 | $21.1M | $136K |
| 10 | GOODWILL INDUSTRIES OF CENTRAL GOODWILL INDUSTRIES OF CENTRAL ILLINOIS, INC. SAFE HARBOR 401(K) PLAN | PEORIA IL | 263 | $3.0M | $130K |
